Tag: Plan providers

Retirement plan sponsors who conduct marketplace reviews with finals presentations are 55% more likely to remain with their current provider today than they were as recently as four...

Now that the Department of Labor’s (DoL) regulation for 408(b)(2) has been finalized, it is important for plan advisers to understand how the final ruling impacts them.  

Eighty-four percent of polled executives responsible for 401(k) plans say only some or very few employees will be financially prepared for retirement.

The Internal Revenue Service’s (IRS) interim report of responses from its 401(k) Compliance Check Questionnaire offers a view of the 401(k) plan design landscape.

Members of the retirement plan community were mostly positive about the final rule on 408(b)(2) fee disclosure regulations.

The U.S. Treasury Department announced a proposal to reduce regulatory burdens and make it easier for retirees to choose to receive their benefits as a stream of income...

The U.S. Department of Labor’s (DoL) Employee Benefits Security Administration (EBSA) issued a final rule on 408(b)(2) fee disclosure Thursday.

 Fee disclosure regulations, in-plan guarantees, target-date strategies and retirement planning optimism will significantly impact the retirement plans industry in 2012, predicts Chuck Cornelio, president of Lincoln’s Retirement Plan...

Under new Department of Labor rules, retirement plan sponsors must provide fee disclosures to participants by May 31, 2012.

Education was chief among priorities for plan sponsors and advisers in 2011, according to Kevin Crain, head of institutional retirement and benefit services for Bank Of America Merrill...

Sentinel Benefits & Financial Group (SBFG) released a tool for participants to use on personal mobile devices.

Benefit Consultants Group (BCG) has purchased ARS Retirement Services, a retirement plan third party administration firm.

Fidelity Investments' clearing and custody company, National Financial, has announced a new myStreetscape portal.   

ExpertPlan has completed a 2,000 retirement plan conversion for Sterling Trust Company.  

A LIMRA study revealed the importance of providers keeping in active contact with participants.

New York Life Retirement Plan Services has made enhancements to its plan sponsor and adviser websites, providing clients a full overview of their plans' health.

Half of small-business owners are under the misconception that offering an employer-match is required in a defined contribution retirement plan, preventing them from sponsoring a plan.  

Janus Capital Group chose Fidelity Investments to provide it with a defined contribution plan, a non-qualified retirement savings plan, and stock plan services. 

Lincoln Trust Company has completed the acquisition of Fringe Benefit Administrators (FBA), a third-party retirement plan administrator. 

Lincoln Financial Group is making its mutual fund-based, net asset value (NAV) retirement solution, Lincoln Alliance, available to small-to-mid-sized retirement plans.